-12.9%
VMC vs URA
+20.2%
-33.2%
-22.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +3.1% | -4.8% | -2.1% |
| 7D | -0.5% | +8.1% | -8.6% | -1.6% |
| 30D | -9.1% | +5.8% | -14.9% | -9.9% |
| 3M | -4.1% | +3.4% | -7.6% | -4.8% |
| 6M | -5.5% | -2.6% | -2.9% | -5.8% |
| YTD | -8.9% | +11.2% | -20.1% | -10.8% |
| 1Y | -12.9% | +19.8% | -32.8% | -14.4% |
| All | -12.9% | +20.2% | -33.2% | -14.4% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded URA wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling